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Barbara H
CFP®, Series 66
Coralville, IA
Pursuit Wealth Management
Barbara Hein is a CFP® certificant with 25 years of industry experience, currently serving as a financial advisor at Pursuit Wealth Management since 2018. Prior to this, she worked at Steeleworks Financial and operates a separate business under her own name. Hein is also a distributor for Nu-Skin. Pursuit Wealth Management provides discretionary asset management and ongoing portfolio management primarily for individual clients, high-net-worth households, and non-individual entities such as corporations, trusts, estates, and charitable organizations. The firm uses a client-specific asset management approach that includes a variety of investment tools such as equities, fixed income, mutual funds, ETFs, and options strategies.
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